Analyst, Employee Benefits & Retirement
Core
Support the Employee Benefits and Retirement Practice by partnering with Consultants and Account Managers to service and retain clients across the full lifecycle of employee benefits plans.
Role type
Analyst, Employee Benefits & Retirement
Builds
Client service, renewal projections, and marketing solutions for group benefits plans
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Group benefits experience, Canadian group benefits knowledge, LLQP license (or willingness to obtain), data analysis, broker management system proficiency
Preferred skills
Microsoft Access, EPIC system experience
Responsibilities
Collaborate with Consultants and Account Managers to service and retain clients; Prepare reports for new business, renewals, and plan updates; Conduct marketing including preparing specs and reviewing quotes; Analyze data to develop experience reports and renewal projections; Maintain and update client files in broker management systems; Support clients with benefits and claims inquiries; Troubleshoot issues and help plan administrators; Perform account audits and coordinate with insurance carriers
Seniority
Junior to Mid-level, 1–2 years experience
